Wealth Management Analyst
Core
Support Financial Advisors and Private Wealth Advisors by delivering client service, executing administrative tasks, and assisting with business development and financial planning.
Role type
Wealth Management Analyst (Client Service & Business Development Support)
Builds
Client service delivery, financial plans, client reports, and marketing execution for existing and prospective clients.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge, Series 7/66/63/65 licenses, MS Excel proficiency, client service, research, meeting participation
Preferred skills
Four-year college degree, professional certification, digital marketing tools experience
Responsibilities
Prepare for client meetings and track follow-ups, execute money movement transactions, enroll clients in digital tools, organize and execute business plans, prepare client reports and financial plans, participate in client meetings
Seniority
Mid-level, hands-on IC